GlobalFoundries (GFS)
Manufactures feature-differentiated chips through foundries across the United States, Europe and Asia.
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Manufactures feature-differentiated chips through foundries in the United States, Germany and Singapore, serving smart mobile, automotive, communications, data-center and aerospace markets. The business concentrates on specialty platforms and supply assurance rather than each successive leading-edge node.
Manufactures feature-differentiated semiconductors for customers in smart mobile devices, automotive, communications infrastructure, data centers, aerospace and defense. Platforms include FDX, radio-frequency, silicon photonics, power-efficient connectivity and gallium-nitride technologies.
Production spans the United States, Germany and Singapore, combining specialty process capabilities with manufacturing close to customers in several regions. The operating model emphasizes improving established processes and scaling differentiated features rather than pursuing each successive leading-edge node.
Execution centers on platform development, reliable high-volume fabrication and expansion of advanced packaging, photonics and power capabilities. The business depends on capital-intensive fabs, long customer programs, government-supported capacity projects and a controlling shareholder. Its current direction follows the 2018 decision to pause seven-nanometer development and concentrate resources on differentiated technologies and supply assurance.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Stifel Nicolaus | Target | Target: — | Target: $60 |
| Aug 10, 2026 | Deutsche Bank | Target | Target: $60 | Target: $75 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $57 | Target: $60 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $100 | Target: $140 |
| Aug 6, 2026 | UBS | Reiterate | Rating: —Target: $77 | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.36B · Total debt $1.68B · Total assets $16.89B · Shareholders' equity $11.82B
- Revenue
- $1.79B
- Operating income
- $174.0M
- Net income
- $166.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 98.02% | 544.88M ADS | |
|---|---|---|---|
| 469 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.12% | 676.8K ADS | |
| 17 holders · as of Sep 18, 2026 | |||
| Other | ≈ 1.86% | 10.33M ADS | |
| remainder | |||
555.89M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Mubadala Investment Co PJSCInstitution | 71.88% | 399.57M ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 12.57% | 69.85M ADS | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 1.22% | 6.76M ADS | as of Jun 30, 2026 |
Marshall Wace, LLPInstitution | 0.82% | 4.58M ADS | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 0.72% | 3.99M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $44.87 |
| Sep 10, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $44.83 |
| Sep 3, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $43.24 |
| Aug 27, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $46.75 |
| Aug 20, 2026 | Samak L. Azar | officer: Chief Legal Officer | −335 | $48.38 |
- TSMC (ADR)
Largest pure-play foundry spanning specialty and advanced processes
- United Microelectronics (ADR)
Direct scaled rival in mature-node logic and specialty foundry services
- Tower Semiconductor
Specialty analog foundry rival in RF, photonics, imaging, and power
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GlobalFoundries | $48.73 | +0.33% | $26.65B | 37.9 | 22.7 | 3.8 | +5.8% |
| TSMC (ADR) | $446.93 | +0.40% | $2.31T | 32.4 | 29.5 | 16.4 | +24.0% |
| United Microelectronics (ADR) | $25.64 | +0.81% | $63.43B | 24.1 | 33.9 | 8.0 | +7.5% |
| Tower Semiconductor | $235.31 | +0.64% | $26.38B | 92.4 | 46.0 | 15.4 | +23.7% |
| Median | 32.4 | 33.9 | 15.4 | +23.7% |